Latest Institutional Transactions on Vanguard Mun Bd Fds Tax Exempt (VTEB)
This table provides information on the latest institutional transactions involving Vanguard Mun Bd Fds Tax Exempt (VTEB) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 17, 2024
Q1 2024
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-872- 84.25% |
$43.9K - $44.5K
|
163
$8.15K
|
|
|
Apr 17, 2024
Q1 2024
|
Hennion & Walsh Asset Management, Inc.
|
SELL
|
- |
-14.8K- 24.39% |
$745K - $755K
|
45.9K
$2.29M
|
|
|
Apr 17, 2024
Q1 2024
|
Ade, LLC
|
SELL
|
- |
-32.1K- 67.08% |
$1.61M - $1.64M
|
15.7K
$787K
|
|
|
Apr 16, 2024
Q1 2024
|
Total Investment Management Inc
Scottsdale, AZ |
BUY
|
- |
28+ 0.52% |
$1.41K - $1.43K
|
5.41K
$270K
|
|
|
Apr 15, 2024
Q1 2024
|
Manning & Napier Group, LLC
|
SELL
|
- |
-33.4K- 6.03% |
$1.68M - $1.7M
|
520K
$26M
|
|
|
Apr 15, 2024
Q1 2024
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-161- 31.63% |
$8.11K - $8.22K
|
348
$17.4K
|
|
|
Apr 15, 2024
Q1 2024
|
Rmr Wealth Builders
|
BUY
|
- |
235+ 2.68% |
$11.8K - $12K
|
9.01K
$451K
|
|
|
Apr 15, 2024
Q1 2024
|
Northeast Financial Group, Inc.
Tannersville, PA |
SELL
|
- |
-341- 7.79% |
$17.2K - $17.4K
|
4.03K
$202K
|
|
|
Apr 12, 2024
Q1 2024
|
Riverview Trust CO
|
BUY
|
- |
15.5KNew |
$782K - $793K
|
15.5K
$776K
|
|
|
Apr 12, 2024
Q1 2024
|
Community Bank Of Raymore
|
SELL
|
- |
-672- 13.31% |
$33.8K - $34.3K
|
4.38K
$219K
|
|
|
Apr 12, 2024
Q1 2024
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
2+ 4.35% |
$101 - $102
|
48
$2.4K
|
|
|
Apr 11, 2024
Q1 2024
|
Soundmark Wealth Management, LLC
|
BUY
|
- |
388+ 0.43% |
$19.5K - $19.8K
|
90.3K
$4.51M
|
|
| Q4 2023 | |||||||
|
May 28, 2025
Q4 2023
|
Wealth Management Associates, Inc.
Cherry Hill, NJ |
SELL
|
- |
-1K- 19.7% |
$47.4K - $51.1K
|
4.08K
$204K
|
|
|
Feb 13, 2025
Q4 2023
|
Msh Capital Advisors LLC
Scottsdale, AZ |
SELL
|
- |
-17.4KClosed |
$823K - $888K
|
0
$0
|
|
|
Jul 17, 2024
Q4 2023
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
|
Jun 27, 2024
Q4 2023
|
Hfg Wealth Management, LLC
The Woodlands, TX |
SELL
|
- |
-8.1KClosed |
$383K - $414K
|
0
$0
|
|
|
Mar 15, 2024
Q4 2023
|
Regis Acquisition Inc.
Denver, CO |
BUY
|
- |
2.33K+ 28.41% |
$110K - $119K
|
10.5K
$526K
|
|
|
Feb 29, 2024
Q4 2023
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
105New |
$4.97K - $5.37K
|
105
$5.25K
|
|
|
Feb 20, 2024
Q4 2023
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
265New |
$12.6K - $13.6K
|
265
$13.2K
|
|
|
Feb 14, 2024
Q4 2023
|
Aspen Grove Capital, LLC
Avon, CO |
BUY
|
- |
2.75K+ 38.82% |
$130K - $141K
|
9.83K
$492K
|
|
|
Feb 14, 2024
Q4 2023
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
BUY
|
- |
3.18KNew |
$151K - $163K
|
3.18K
$159K
|
|
|
Feb 14, 2024
Q4 2023
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
7.12KNew |
$337K - $364K
|
7.12K
$356K
|
|
|
Feb 14, 2024
Q4 2023
|
Lm Advisors LLC
San Diego, CA |
BUY
|
- |
11.2KNew |
$528K - $570K
|
11.2K
$558K
|
|
|
Feb 14, 2024
Q4 2023
|
Gould Capital, LLC
|
BUY
|
- |
2.35KNew |
$111K - $120K
|
2.35K
$117K
|
|
|
Feb 13, 2024
Q4 2023
|
James J. Burns & Company, LLC
Melville, NY |
BUY
|
- |
1.19K+ 11.32% |
$56.3K - $60.8K
|
11.7K
$584K
|
|
|
Feb 13, 2024
Q4 2023
|
Holderness Investments CO
Greensboro, NC |
BUY
|
- |
8.23KNew |
$390K - $421K
|
8.23K
$412K
|
|
|
Feb 13, 2024
Q4 2023
|
Trademark Financial Management, LLC
Bloomington, MN |
BUY
|
- |
12KNew |
$567K - $612K
|
12K
$598K
|
|
|
Feb 12, 2024
Q4 2023
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
BUY
|
- |
1.99K+ 13.24% |
$94.4K - $102K
|
17.1K
$853K
|
|
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
11.1KNew |
$524K - $566K
|
11.1K
$553K
|
|
|
Feb 12, 2024
Q4 2023
|
Condor Capital Management
Martinsville, NJ |
BUY
|
- |
26.1KNew |
$1.23M - $1.33M
|
26.1K
$1.3M
|
|
|
Feb 12, 2024
Q4 2023
|
Relative Value Partners Group, LLC
Northbrook, IL |
SELL
|
- |
-1.44K- 22.72% |
$68.3K - $73.8K
|
4.91K
$245K
|
|
|
Feb 12, 2024
Q4 2023
|
Apollon Financial, LLC
Mount Pleasant, SC |
BUY
|
- |
4.5KNew |
$213K - $230K
|
4.5K
$225K
|
|
|
Feb 09, 2024
Q4 2023
|
Seven Mile Advisory
Ewing, NJ |
BUY
|
- |
4.21KNew |
$200K - $215K
|
4.21K
$211K
|
|
|
Feb 09, 2024
Q4 2023
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
BUY
|
- |
8.4KNew |
$398K - $430K
|
8.4K
$420K
|
|
|
Feb 09, 2024
Q4 2023
|
Lws Wealth Advisors, Inc.
|
BUY
|
- |
2.7K+ 42.22% |
$128K - $138K
|
9.09K
$454K
|
|
|
Feb 09, 2024
Q4 2023
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
SELL
|
- |
-273- 40.56% |
$12.9K - $14K
|
400
$20K
|
|
|
Feb 08, 2024
Q4 2023
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
896New |
$42.4K - $45.8K
|
896
$44.8K
|
|
|
Feb 08, 2024
Q4 2023
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
1.7KNew |
$80.5K - $86.9K
|
1.7K
$85K
|
|
|
Feb 08, 2024
Q4 2023
|
Verity Asset Management, Inc.
Durham, NC |
SELL
|
- |
-2.81K- 32.38% |
$133K - $144K
|
5.86K
$293K
|
|
|
Feb 07, 2024
Q4 2023
|
Heritage Investors Management Corp
|
SELL
|
- |
-4.94K- 52.33% |
$234K - $253K
|
4.5K
$225K
|
|
|
Feb 06, 2024
Q4 2023
|
Provence Wealth Management Group
|
SELL
|
- |
-5.71K- 45.74% |
$270K - $292K
|
6.77K
$338K
|
|
|
Feb 06, 2024
Q4 2023
|
Horan Capital Advisors, Llc.
Cincinnati, OH |
BUY
|
- |
7.7KNew |
$364K - $394K
|
7.7K
$385K
|
|
|
Feb 06, 2024
Q4 2023
|
Valtinson Bruner Financial Planning LLC
|
BUY
|
- |
142+ 1.97% |
$6.73K - $7.26K
|
7.36K
$368K
|
|
|
Feb 05, 2024
Q4 2023
|
First Ascent Asset Management, LLC
|
BUY
|
- |
152K+ 10.67% |
$7.19M - $7.77M
|
1.58M
$78.8M
|
|
|
Feb 05, 2024
Q4 2023
|
A16z Perennial Management, L.P.
Menlo Park, CA |
BUY
|
- |
436KNew |
$20.6M - $22.3M
|
436K
$21.8M
|
|
|
Feb 01, 2024
Q4 2023
|
Telemus Capital, LLC
|
BUY
|
- |
18.1K+ 313.99% |
$859K - $928K
|
23.9K
$1.2M
|
|
|
Feb 01, 2024
Q4 2023
|
Northwest Capital Management Inc
|
SELL
|
- |
-1.99K- 11.09% |
$94.4K - $102K
|
16K
$799K
|
|
|
Feb 01, 2024
Q4 2023
|
New England Capital Financial Advisors LLC
Meriden, CT |
BUY
|
- |
119New |
$5.64K - $6.09K
|
119
$5.95K
|
|
|
Feb 01, 2024
Q4 2023
|
Weatherly Asset Management L. P.
|
SELL
|
- |
-3.6K- 43.64% |
$170K - $184K
|
4.65K
$232K
|
|
|
Jan 31, 2024
Q4 2023
|
Cambridge Trust CO
Boston, MA |
BUY
|
- |
1.67KNew |
$79.3K - $85.6K
|
1.67K
$83.7K
|
|